James graduated from the University of Pittsburgh in 2021 with a degree in Finance and Supply Chain Management, and a minor in economics. James began his career in the oil and gas industry in 2020, working for Williams across various operations and finance departments in Tulsa, Oklahoma. Jeff approached James about joining the family business in November 2022, and James officially joined Remo Financial in May 2023 with the goal of becoming an advisor alongside Jeff and Erin. James became a full-time financial advisor as of April 1, 2024.
James passed his FINRA Securities Industry Essentials exam in April 2023, obtained his FINRA Series 7 securities registration in October 2023, his FINRA Series 66 securities registration in February 2024, and his Pennsylvania Insurance License in September 2025. He is currently pursuing additional professional designations.
James currently lives in Pittsburgh, Pennsylvania. He spends his free time outdoors, cooking, and traveling.